Asana and Salesforce Integration How To Guide

Integrating Asana and Salesforce can break down the silos that make collaborative work slow and difficult. 

Asana and Salesforce have created their own integration, but as you may have seen, it has some limitations. It’s also only available to top-tier users with Enterprise plans of both Asana and Salesforce.

Don’t worry if you don’t have Enterprise level plans for either app. There are other options to integrate Asana and Salesforce that you can use for free. Some of these third-party options are arguably better than Asana’s connector – especially judging by reviews. 

Our app (Visor) has two-way integrations with Asana and Salesforce. Through creating these integrations and working with our users, we’ve found out what can make or break an Asana-Salesforce integration, and how different types of integrations best suit different uses. 

Read on to see your options and which is best for you. Spend just a few minutes perusing this blog, and you’ll save hours of research or trial and error. 

Can You Integrate Asana and Salesforce?

Yes, Asana and Salesforce can be integrated. There are three different options you can use to integrate Asana with Salesforce. These are:

• Use Asana for Salesforce (Asana’s connector)
• Use Visor
• Use Zapier

Each option has different costs, pros, and cons. They all differ in what they enable you to do and require varying levels of technical know-how to set them up. 

This guide will help you make the right decision the first time, to save yourself from wasted time and frustration later.

Why Integrate Asana and Salesforce?

There are two reasons why you might want to integrate Asana and Salesforce. 

The first is to automate processes between the two apps, to improve how your organization handles workflow that is spread across Asana and Salesforce.

The second is to create a unified view and collaboration space for projects that have tasks spread across Salesforce and Asana.

You may want to achieve both of these outcomes, or just one. The three different options in this blog will help you achieve different outcomes. 

Options one and three are worth reading first If you’re only interested in automating processes and nothing more. But if you want to combine projects and tasks from Salesforce and Asana then you need to read option two. 

If you’re interested in both options then you better take a look at all three options to ensure you make the best choice.

Asana Salesforce Integration Option 1: Asana for Salesforce

Asana has created its own Salesforce connector, called Asana for Salesforce. The first thing you need to know is that to use this you need to be on the Asana Enterprise tier, and Salesforce Enterprise or Unlimited.

This means only the largest organizations with the deepest pockets can afford it. If you have enterprise-level plans for both Asana and Salesforce, then congratulations, read on.

If you don’t have Asana or Salesforce enterprise-level plans, you should scroll down to the two options below (Visor and Zapier). 

Don’t feel disappointed if you can’t use Asana for Salesforce. Just because it’s an enterprise-level offering doesn’t mean it’s the best option. In fact, in my view, it’s the worst. So see which of the two other options (options two and three) sounds like the best fit for you. 

Asana for Salesforce – Reviews 

Asana for Salesforce currently has an average rating of 2.6 out of 5 on the Salesforce AppExchange.

There aren’t many reviews to compare, but some people complain about the creation of duplicate tasks, needing to manually connect Salesforce tasks and projects, and automation not firing correctly. You can read these for yourself via the link above. 

Asana for Salesforce – Best Uses

The key value of Asana for Salesforce is in automating processes and workflow that overlap between both systems. 

For example, your post-sales/customer onboarding teams use Asana, but your sales teams use Salesforce. Every time a deal is marked as won there’s a manual handover. 

With Asana for Salesforce, you can create an automation recipe that automatically creates a new onboarding project in Asana when a Salesforce opportunity is Closed Won.

Or if your support team uses Asana but again, your sales team uses Salesforce, then you can create an Asana task directly from Salesforce:

Asana Salesforce Integration Option 2: Visor

Visor is a free project and project portfolio management, collaboration, and visualization tool.

While you can use Visor as a standalone system to create Gantt charts, project boards, timelines, and so on, most people use Visor to integrate with their existing systems, including Jira, Asana, and Salesforce. 

How Visor Integrates Salesforce and Asana Data

Visor has bi-directional (two-way) integrations with Asana and Salesforce. This means you can use Visor as the shared and synchronized meeting point for Asana and Salesforce data.

In Visor, you can create, update, and share unified project plans or roadmaps that combine tasks and projects from Asana and Salesforce in one place. You can make bulk updates to tasks, reschedule or reallocate, and speed up many other time-sapping admin tasks. 

You can also add custom fields that only ‘live’ in Visor. This means you don’t have to create lots of additional fields in Salesforce and Asana when collaborating across both systems. You can keep them cleaner and avoid tapping into your custom fields rations too.

Crucially, because Visor has a two-way integration with Salesforce and Asana, you can then push updates from Visor into both Salesforce and Asana. This preserves your single source of truth across all systems.

Here’s a project plan that I’ve created in Visor. As you can see, it combines live Salesforce and Asana tasks in one cohesive plan:

Using Visor drastically improves collaboration between teams using Asana and Salesforce. You’re able to produce, and share a cross-system view of overlapping projects or workflows, in truly attractive Gantt charts, tables, dashboards, and timelines. 

Visor elevates your ability to collaborate and enhances the presentation of your work to the people who really matter to you. Try Visor Now.

What Visor Doesn’t Do

Visor is a great way to create flexible visualizations using live Salesforce and Asana data. It also provides a user-friendly space for teams from both apps to collaborate. 

What Visor doesn’t do is automate workflow between the systems it connects with. For example, automatically creating a task in Asana when you complete an action in Salesforce. If this is a requirement then you should use a more typical integration software like Zappier.

That said, even if Visor doesn’t meet all your integration requirements, it is still an important tool to have in your arsenal, especially when you need to visualize projects in a more flexible way, or present Salesforce and/or Asana data and plans to execs, or other stakeholders.

Visor Integration With Asana and Salesforce – How To Set Up

Step 1: Create a free Visor account

Step 2: Select Asana or Salesforce during the setup process (you can add, remove, and modify these app connections at any time)

Step 3: Select the fields you want to import:

Step 4: Then select which projects you want to import into Visor (yes you can import multiple Asana projects into combined portfolio views!). 

Step 5: Click ‘Add Connection’ and select Salesforce. Then repeat steps three and four above. 

Step 6: Your Salesforce and Asana data is now ready for you to combine, update, and give it a makeover, in all of these view types (your data stays in sync across any and every view type you use). 

Below are examples of the integrated Asana and Salesforce views you can create.

Gantt charts:

Dashboards:

Spreadsheets/Tables:

Kanban Boards:

Timelines:

Step 7: Share with stakeholders and collaborators. Add custom fields and filters to make custom views for different stakeholders or teams. 

Asana Salesforce Integration Option 3: Zapier

Zapier is a popular automation and integration platform that enables you to automate workflow across different SaaS apps, including Asana and Salesforce. 

For example, let’s say when you close an opportunity in Salesforce, you want a ‘New Customer’ Asana task to be created in your “Onboarding” project in Asana. 

What Zappier Doesn’t Do

Unlike Visor, Zappier doesn’t give you any way to interface with your Salesforce or Asana data in visualizations. For example, a Gantt chart for your Salesforce data, a project board, or a timeline/roadmap. You can’t use it to create attractive visualizations or collaborate together in a shared app with colleagues. 

Problems With Zapier

Unfortunately, many users report issues with Zapier’s Asana to Salesforce integration. Various bugs and limitations have been so commonplace that Zapier has created its own guide to problems with Zapier and Salesforce.

Some users in the Asana forums have even pleaded for Asana to take over the Zapier integration so they can fix and maintain it (click the link – I’m not making this up!)

Specific triggers and actions are only available to organizations with higher-tier Asana plans. This means that to achieve certain goals from your integration using Zapier, you may need to upgrade your Asana subscription (alongside paying for Zapier). 

Asana Salesforce Integration Options – Quick Comparison Table

Which Asana Salesforce Integration Option Is Best For You?

The best method of integrating Asana and Salesforce will depend on what you are trying to achieve. 

If your focus is on automating simple processes (such as automated task creation) then the official Asana for Salesforce connector – or a background integration/automation tool like Zapier – is probably best for you. 

Of course if you don’t have Enterprise licenses for Asana and Salesforce then the official connector will not be available to you. As the reviews above show this is not something you should be too upset about. 

If you want to be able to coordinate work across Salesforce and Asana, or bring different tasks from both tools together into a unified project plan or visualization, then you should use a tool like Visor. 

Even if you decide you need a tool like Zapier, it is still worthwhile to have a means of visualizing, changing, and sharing your Salesforce and/or Asana data. 

Visor gives you the ability to do this, and unlike similar tools it has two-way integrations with Asana and Salesforce, so all your data stays in sync and you maintain a single source of truth. 

Visor is free to use, so try it out by creating your first Visor view now.

James Taylor

James Taylor

Senior Digital Marketing Manager

James Taylor is Visor's Senior Digital Marketing Manager. Originally from the UK, he has 8+ years experience writing about all things software and technology, project management and organizational processes. When he's not working you'll find him hiking a hill, attempting to cook ambitious recipes, or gorging on hours of history podcasts and documentaries.